Join Our Team.

Using methodologies, systems and programs of the Employer, prepare case from initial design phase to the final sales presentation.
Assist in the sales process, including coordination with the underwriting and service departments along with client communications to facilitate completion and service.
Maintain superior working knowledge of life insurance illustration systems.
General illustrations for proposed and existing plans.
Compare and contrast illustrations for competiveness and ability to meet long term objections.
Develop graphics and assist with client presentations.
Perform due diligence on carrier and product selection.
Maintain working knowledge of accounting and legal issues and their impact on existing and future insurance related matters.
Manage the annual review process, which includes preparing inforce illustrations, preparation of summaries and review books.    
Maintain a library for sample presentations.
Maintain industry files along with proprietary and carrier materials.
Maintain workflow management system and reports for cases in progress.
Participate as a team member in special projects.
Participate in industry meetings for the purpose of continuing education and/or obtaining industry designations.

Excellent interpersonal skills. 
Strong verbal and written communication skills.
Strong Microsoft Offices skills.
Ability to work autonomously and perform well in challenging in circumstances.
Strong attention to detail with ability to organize, prioritize and manage multiple tasks within set deadlines.                                   
Strong financial analysis skills and ability to conceptualize.
Intermediate to advanced knowledge of marketing concepts and insurance and financial products.
Ability to develop advanced working knowledge of life insurance illustration systems.
Ability to master presentation and desktop packages.
Ability to understand complex tax and legal concepts and issues and their impact on sales.

• High Integrity
• Ambitious
• Goal Oriented
• Insurance Background
• Ability to Comprehend and Explain Complex Information

• Design strategic benefit strategies to meet client needs
• Conduct market analysis and negotiate renewals
• Conduct client meetings and provide plan recommendations offer
• Develop and maintain strong relationships at all client levels
• Participate on special project teams as required

A successful applicant for this position must possess:

• Strong written and oral communication skills
• Superior client service skills
• Proficiency in Word, Excel and PowerPoint
• The ability to work on multiple projects simultaneously and work quickly and accurately under pressure
• Highly organized work practices
• Three-plus years of related industry experience.
• A New York State Life and Accident license 

Applicants considered for employment must pass a background check. All offers of employment are contingent upon receipt of a satisfactory background investigation.

The Commercial Lines Team Coordinator provides clerical, processing, and administrative support to the Partners and Risk Consultants.

Responsibilities include:

• Processing Certificates of Insurance
• Processing auto ID cards
• Processing loss control recommendations
• Requesting loss runs
• Running motor vehicles reports (MVRs)
• Billing functions
• Scanning & filing
• Prepare correspondence, proposals, reports, spreadsheets, and powerpoint presentations
• Work on special projects as necessary
• Daily client service activities
• Other clerical functions
• Ordering supplies for the department
• Processing check request forms

*** Will train on insurance related transactions. ***  

• Knowledge of commercial lines of insurance is a plus.  We will train on insurance related transactions.
• Must have excellent computer skills in Word, Outlook and Excel.
• Although training will be provided, knowledge of the Applied Systems' TAM application is a plus.
• General knowledge of commercial coverage such as workers compensation, auto, property, and general liability is also a plus.
• Processing skills, organizational skills and detail-sensitivity required. 

• Strong personal communication skills – written and verbal
• Highly motivated, goal oriented, and self-starter. 
• Applicants being considered must pass a Level I Background check as any offer of employment is contingent receipt of a satisfactory background investigation.

The selected individual will provide general administrative service and project support to a team of Benefits Consultants. Must have strong administrative skills and an ability to provide support at all levels.

• Request current census data and billing statement from clients
• Complete audit of census and bills
• Run the census breakdown by state and county
• Calculate average age, participation %, enrollment by tier and product using Excel
• Request provider disruption report from incumbent insurer
• Complete implementation calendar for client meeting
• Compile exhibits and bind presentation in advance of meeting
• Prepare client billing
• Assist with travel arrangements, when necessary.
• Maintain and update client contact information within department database.
• Assist Benefits Consultants as necessary to achieve maximum client satisfaction & results.

A successful applicant for this position must possess:

• Strong written and oral communication skills
• Superior client service skills.
• Proficiency with Word and Excel (must be familiar with creating formulas).
• Experience with PowerPoint a plus
• Candidate must posses the ability to work on multiple projects simultaneously and work quickly and accurately under pressure
• Overtime required
• Must be a team player
• Must be organized.
• One to three years of related industry experience (i.e. group health benefits, employee benefits, medical insurance) is a plus.
• Applicants being considered must pass a background check as any offer of employment is contingent receipt of a satisfactory background investigation.

Responsibilities include: participating in professional development through education, training and mentoring; providing service and advice related to design, implementation and ongoing maintenance of intelligent life insurance programs; working with senior consultants to advise clients on compensation planning, sophisticated & intelligent uses of life insurance, wealth transfer and estate minimization; expanding existing client & professional relationships. 

• High Integrity
• Ambitious
• Goal Oriented
• Marketing Background
• Ability to Comprehend and Explain Complex Information

Generate leads through personal and business contacts, for the sale of retirement plan and investment advisory services to business owners and/or corporate entities.

• Generate leads through personal and business contacts, for the sale of retirement plan and investment advisory services to business owners and/or corporate entities.
• Use networking to gain the trust of centers of influence and to develop multiple referral sources.
• Close new cases utilizing a consultative sales approach.
• Manage ongoing client relationships through periodic communications and annual reviews.
• Manage ongoing relationships with trusted client advisors (accountants, lawyers, investment advisors) through periodic communications and meetings.
• Identify new sales and cross-selling opportunities among existing client relationships.
• Maintain retirement plan knowledge and expertise of retirement plan regulatory and compliance issues and their impact on existing and future business.
• Participate in industry meetings to stay abreast of current trends and services in order to identify new sales opportunities and strategies.
• Maintain tracking system to monitor sales activities on a weekly basis, including initial calls to potential clients, calls to trusted advisors, existing clients, and other sources of referrals or leads or new business opportunities generated from the activities.

EDUCATION/CERTIFICATIONS:

• Undergraduate degree in Business, Finance, Marketing or related field
• Securities registration (Series 6 or 7 and 63) a plus
• Investment advisory license (Series 65) a plus
• MBA or CFA a plus

PROFESSIONAL EXPERIENCE:

• Minimum of five years experience in sales and marketing of financial products, preferably of company retirement plans.
• History of high volume of sales and the acquisition of new clients.
• Experience and success with 401(k) plans, 403(b) plans, and other qualified and non-qualified retirement plans acquired by business owners, not-for-profits and corporations.
• Experience with mutual funds and other retirement plan investment vehicles.
• Knowledge of fiduciary obligations of retirement plan sponsors.
• Some experience with defined benefit pension plans helpful.
• Interest in developing expertise in new marketplaces and fields.
• Experience in developing personal business relationships, in particular networking.
• Experience in utilizing virtual and online networking sites, blogs and other technologies to enhance the development of referral networks.
• Knowledge of retirement plan compliance and regulatory issues.

PERSONAL CHARACTERISTICS:

• Exceptional relationship building skills, including ability to work effectively with trusted client advisors.
• Strong marketing, sales, and negotiation skills that demonstrate leadership, commanding presence, and persuasive ability.
• Strong team leadership skills and understanding of team effort to close.
• Articulate, both in verbal and written communication.
• Achievement orientation, high energy, creative, and optimistic.
• Willingness to travel and spend significant time with prospects and clients.

Service and maintain all aspects of a variety of Commercial Accounts (premiums ranging from $5,000 to $100,000). Develop and maintain strong relationships with clients.

• Service and maintain all aspects of a variety of Commercial Accounts (premiums ranging from $5,000 to $100,000).
• Responsible for renewal marketing of existing accounts. 
• Develop and maintain strong relationships with clients.
• Identify cross marketing opportunities.
• Round out accounts.
• Review applications and policies for accurate information.
• Strong knowledge of Property, General Liability, Workers Compensation, Auto and Umbrella coverage.
• Understanding of Management and Professional Lines of Insurance.
• Ability to identify and explain coverage and gaps in coverage. 
• Experience with navigation and on-line rating on company websites.
• Preparing Reports and Proposals.
• General processing – claims reporting, auto ID cards, Certificates of Insurances, Binders, etc.

• Active NY Brokers License required.
• Proficient with Microsoft Word and Excel.
• Knowledge of Applied Systems (TAM) a plus.

• Goal oriented
• Must have excellent oral skills and possess the ability to intelligently explain property/casualty insurance.
• Team player.
• Must be organized.
• 2+ years related industry experience

The Life Insurance Underwriting Assistant provides a broad spectrum of administrative support to the Life Services area with primary emphasis on Underwriting. Daily telephone interaction with Insurance Companies, Physician’s Offices, and Medical Facilities is required. In addition, Pre and Post Issue support is provided to Partners, which includes interaction with clients.

Underwriting Support –

• Set up Underwriting Files
• Ordering and Follow-Up Attending Physician Statements
• Assist Underwriter in maintaining client data base
• Review Life Policies for Accuracy and prepare delivery to Agents
• Prepare Delivery Paperwork including client invoicing
• Process Delivery Paperwork
• Prepare Policy Annual Statement Files
• Handle Attending Physician Statement Reimbursement

Life Service Support –

• Assist in the preparation of License Applications and License Renewals
• Maintain License Lists
• Renewal Commission Posting
• Maintain Life Checkbook including monthly balance
• Provide administrative support to Life Partners 
• Provide service support to Life Service Team

• Must have 3+ years of related industry experience
• Excellent written and oral communication skills
• Superior client service skills
• Experience with Word and Excel
• Candidate must possess the ability to work on multiple projects simultaneously, work quickly and accurately under pressure
• Willingness to work overtime

Responsibilities include: participating in professional development through education, training and mentoring; ability to negotiate with fronting carriers, provide service and advice related to design, implementation and ongoing maintenance of property & casualty insurance programs; review new and renewal submissions for guideline acceptability; maintain production of new business and servicing renewals; expand existing client & professional relationships.

• High Integrity 
• Ambitious 
• Goal Oriented 
• Strong Analytical and Judgment Skills 
• Ability to Comprehend and Explain Complex Information 
• 2-5 Years Experience (Required)

The Associate Pension Consultant will train to offer outstanding advice and administrative services to our clients.

• Bachelor’s Degree in mathematics, economics, finance, business or computer science
• Excellent quantitative skills
• Excellent computer skills
• Excellent communication skills

The Pension Actuary position requires the ability to understand client issues, develop smart plan designs and communicate effectively with middle market clients.

• 3 + year experience with Defined Benefits Plans. 
• Familiarity with New Comparability 401(a)(4) General Test. 
• Excellent oral communication skills 
• Willingness to work overtime